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Lisa Raye Hund, ChFC® CExP™ MBA

803-242-1288

Retirement Accounts When You Change Your Job 18 Years Worth of Days How to Bake a Pie-R-A Preparation is the Key to Retirement

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Why financial planning should be a family affair

Why financial planning should be a family affair

Financial planning with your whole family can allow you to create, manage, and transfer wealth to benefit everyone

Up your game with long-term financial goals

Up your game with long-term financial goals

Setting goals, protecting your earning power, and saving can get you thinking and acting with the long-term in mind.

 

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

6 pros and cons of starting your own business

Consider the pros and cons of starting a business before taking the leap into self-employment.

Insurance after a divorce

If you are going through a divorce, here are some steps to take to help ensure that you’re properly protected by insurance.

9 surprising retirement facts

Retirement offers the promise of relaxation, but it can deliver challenges to physical, mental, and financial health

5 ways to spend money on your happiness

Building proactive, sustainable financial habits can help increase a person's well-being no matter what their salary

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

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18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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